Anic Equity¶
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Total return since start: 0.697 %¶
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Equity now: -----------------------------> 51835.1 Kr¶
Max Equity ever reached: ------------> 51912.9 Kr¶
Portfolio value: --------------------------> 48628.68 Kr¶
PnL: ---------------------------------------> -451.49 Kr¶
DD now: ---------------------------------> -0.15 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 19:48:45.878000'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -0.320000 | 3380.400000 | 201.800000 | 6.350000 | 3178.600002 |
| HMS Networks | 2 | 0.260000 | 782.000000 | 109.000000 | 16.200000 | 673.000000 |
| HEBA B | 70 | -3.110000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.580000 | 3535.100000 | 81.100000 | 2.350000 | 3453.999992 |
| SAAB B | 8 | 0.210000 | 3427.200000 | 50.200000 | 1.490000 | 3377.000000 |
| MedCap | 2 | -0.860000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| AcadeMedia | 12 | 2.610000 | 594.480000 | 37.480000 | 6.730000 | 557.000004 |
| Resurs Holding | 22 | -0.180000 | 608.960000 | 34.960000 | 6.090000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.190000 | 383.100000 | 28.100000 | 7.920000 | 355.000000 |
| Swedbank A | 3 | 0.280000 | 591.000000 | 27.000000 | 4.790000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Intrum | 4 | -1.570000 | 539.400000 | 12.400000 | 2.350000 | 527.000000 |
| Midsona B | 63 | 4.880000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Securitas B | 6 | -1.510000 | 579.120000 | 9.120000 | 1.600000 | 570.000000 |
| Karnov Group | 9 | -0.330000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Corem Property Group B | 59 | -5.240000 | 581.450000 | 4.450000 | 0.770000 | 576.999999 |
| Creaspac SPAC | 6 | -0.210000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.010000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.780000 | 531.200000 | -0.800000 | -0.150000 | 532.000000 |
| Handelsbanken A | 5 | 0.560000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Boozt | 12 | -1.510000 | 1645.200000 | -8.800000 | -0.530000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 1.390000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| Essity B | 2 | 2.920000 | 550.000000 | -24.000000 | -4.180000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.610000 | 570.500000 | -24.070000 | -4.050000 | 594.565215 |
| CTEK | 13 | -0.610000 | 506.480000 | -27.520000 | -5.150000 | 533.999999 |
| Fasadgruppen Group | 38 | 2.660000 | 4111.600000 | -28.200000 | -0.680000 | 4139.799990 |
| Essity A | 4 | 3.170000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| Beijer Electronics Group | 27 | 5.230000 | 3040.200000 | -42.600000 | -1.380000 | 3082.800006 |
| Vivesto | 1368 | 2.470000 | 567.720000 | -45.280000 | -7.390000 | 612.999432 |
| OX2 | 22 | 0.870000 | 1782.000000 | -206.200000 | -10.370000 | 1988.199994 |
| Axfood | 15 | 1.120000 | 4045.500000 | -253.300000 | -5.890000 | 4298.800005 |
| Ovzon | 64 | 0.930000 | 3456.000000 | -538.400000 | -13.480000 | 3994.400000 |
| TOTAL | 48628.680000 | -451.490000 | -0.14987% | 49080.164634 |
Updated:¶
'2023-01-30 19:46:39.334418'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
